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Market commentary: What happened in June 2025

11/07/2025

Global share markets rebounded in June, with US stocks hitting record highs despite geopolitical tensions. Interest rate cuts remain on the horizon in both NZ and Australia.

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Recent updates

charity

kiwisaver

investments

Why giving back is good for business

Published 05/12/2024

In the world of finance, the pursuit of profit often takes centre stage. But when Simplicity was set up back in 2016, the founders wanted to do things a little differently. So how does our "15% of fees to charity"...

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investments

kiwisaver

Small fees, big impacts: How fees can affect your long-term investments

Published 03/12/2024

While seemingly small, fees can significantly reduce your long-term savings. We explore the impact of fees when it comes to investing.

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education

kiwisaver

Scrimp, save, splurge? Long-term spending strategies for retirement

Published 21/11/2024

Retirement planning isn’t just about saving - it’s about knowing how to spend wisely to make your money last. From bucket-list travel to downsizing or creating a financial legacy, retirement spending varies for everyone. Having a spending strategies can ensure...

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investments

News

Simplicity Private Equity Fund invests in iconic Kiwi company

Published 12/11/2024

We are very excited to announce today that the Simplicity Private Equity Fund has acquired 35.9% of the Invercargill based Stabicraft Marine - one of New Zealand’s most respected and innovative boat manufacturers.

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kiwisaver

Retirement planning - a helpful checklist

Published 11/11/2024

Planning for retirement? 

KiwiSaver can help you build a more secure financial future.

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investments

Market commentary: What happened in October 2024

Published 06/11/2024

The US election circus came to town in October, and was the subject dominating market-related headlines during this month. But why is the US election relevant to the NZ markets and economy?

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kiwisaver

Value for money in KiwiSaver (what does it mean?)

Published 04/11/2024

Value for money in KiwiSaver is more than just the fees you pay - it’s about the quality and range of benefits you receive in return. Yet, understanding what you’re really getting for your money isn’t always easy...

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charity

The Foundation donates $688k in latest funding round

Published 14/10/2024

The Simplicity Foundation distributed a total of $688,000 in the September funding round, across a range of impactful initiatives. These donations focused on supporting environmental preservation, education, youth development, and social support.

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investments

Market commentary: What happened in September 2024

Published 09/10/2024

September turned out to be another busy and interesting month for markets, with the local stock market dominated by capital raising and takeovers. Read more via our monthly market commentary.

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